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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,029 | $110,801-97.3% | $86,615-96.5% | $167,536-98.2% |
| Participation rate | 5.3% | 75.8%-70.5pp | 71.6%-66.4pp | 82.1%-76.8pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $153 | $4,547-96.6% | $3,699-95.9% | $6,342-97.6% |
| Admin fee / account holder | $4 | $8,417-100.0% | $5,830-99.9% | $12,315-100.0% |